+268.5%
VGT vs OPEN
-71.4%
+339.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.4% | 0.0% |
| 7D | +1.8% | +1.0% | +0.8% | +1.7% |
| 30D | -0.3% | -11.9% | +11.6% | +0.7% |
| 3M | +3.4% | -28.8% | +32.1% | +6.1% |
| 6M | +35.0% | -38.6% | +73.6% | +40.0% |
| YTD | +28.8% | -47.3% | +76.1% | +34.6% |
| 1Y | +38.0% | -49.2% | +87.2% | +39.3% |
| 3Y | +125.8% | -18.8% | +144.6% | +92.5% |
| 5Y | +134.7% | -83.6% | +218.4% | +110.8% |
| All | +268.5% | -71.4% | +339.9% | +212.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling